Blackstone
506 hedge funds and large institutions have $7.15B invested in Blackstone in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 195 increasing their positions, 165 reducing their positions, and 36 closing their positions.
54% more funds holding in top 10
Funds holding in top 10: 13 → 20 (+7)
28% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 36
18% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 165
5% more capital invested
Capital invested by funds: $6.84B → $7.15B (+$317M)
1% more funds holding
Funds holding: 502 → 506 (+4)
0.12% less ownership
Funds ownership: 49.4% → 49.28% (-0.12%)
19% less call options, than puts
Call options by funds: $279M | Put options by funds: $342M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$67.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$63.5M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$55.4M |
| 4 |
Citigroup
New York
|
+$54.1M |
| 5 |
FCIM
Fairview Capital Investment Management
Greenbrae,
California
|
+$52.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$161M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
-$114M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$66.7M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$28.7M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$27.9M |
BX Hedge Fund Activity: Q3 2016 in Review
506 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2016, worth a combined $7.15B — up 4.6% from $6.84B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new BX positions and 36 closed out — a net gain of 10 holders — while 195 added to existing stakes and 165 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $67.1M. The largest seller was Morgan Stanley, cutting an estimated $161M.
- 506 institutional investors held Blackstone (BX) as of Q3 2016, up from 502 in Q2 2016.
- Funds reported $7.15B of Blackstone stock for Q3 2016, up 4.6% quarter-over-quarter.
- 46 funds opened new Blackstone positions in Q3 2016 and 36 closed out, a net change of +10 holders.
- The largest Blackstone buyer in Q3 2016 was Fidelity Investments, an estimated $67.1M added.
- The largest Blackstone seller in Q3 2016 was Morgan Stanley, an estimated $161M sold.
Based on aggregated 13F filings for Q3 2016.